Civic Intelligence

John and Melissa Besse Foundation

990PF • Fiscal year 2019 • EIN 20-3497950

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 06, 2020

8 Waterford AvenueGladstone, MI 49837

(906) 428-3113

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

12th percentile

-40%

Higher net margin than 12% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-19%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$8,880,960

Up $942,904 (+12%) from 2018

Net Assets

Up

$8,880,960

Up $942,904 (+12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$471,694

Down $108,883 (-19%) from 2018

Expenses

Down

$661,696

Down $246,108 (-27%) from 2018

Net Income

Up

-$190,002

Up $137,225 (+42%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $3,773,310Liabilities 2011: $02011Assets 2012: $4,033,238Liabilities 2012: $02012Assets 2013: $10,657,769Liabilities 2013: $02013Assets 2014: $10,702,256Liabilities 2014: $0Net Assets 2014: $10,702,2562014Assets 2015: $9,776,884Liabilities 2015: $0Net Assets 2015: $9,776,8842015Assets 2016: $8,252,748Liabilities 2016: $0Net Assets 2016: $8,252,7482016Assets 2017: $8,408,209Liabilities 2017: $0Net Assets 2017: $8,408,2092017Assets 2018: $7,938,056Liabilities 2018: $0Net Assets 2018: $7,938,0562018Assets 2019: $8,880,960Liabilities 2019: $0Net Assets 2019: $8,880,9602019Assets 2020: $10,085,493Liabilities 2020: $0Net Assets 2020: $10,085,4932020Assets 2021: $11,459,211Liabilities 2021: $0Net Assets 2021: $11,459,2112021Assets 2022: $9,361,458Liabilities 2022: $0Net Assets 2022: $9,361,4582022Assets 2023: $10,785,387Liabilities 2023: $0Net Assets 2023: $10,785,3872023Assets 2024: $9,180,650Liabilities 2024: $0Net Assets 2024: $9,180,6502024

Highlighted filing

2019

Assets$8,880,960
Liabilities$0
Net Assets$8,880,960

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $1,416,531Expenses 2011: $206,425Net Income 2011: $1,210,1062011Revenue 2012: $455,749Expenses 2012: $191,631Net Income 2012: $264,1182012Revenue 2013: $9,595,427Expenses 2013: $2,970,894Net Income 2013: $6,624,5332013Revenue 2014: $597,119Expenses 2014: $552,632Net Income 2014: $44,4872014Revenue 2015: $382,332Expenses 2015: $1,307,704Net Income 2015: -$925,3722015Revenue 2016: $250,262Expenses 2016: $1,774,398Net Income 2016: -$1,524,1362016Revenue 2017: $460,898Expenses 2017: $305,437Net Income 2017: $155,4612017Revenue 2018: $580,577Expenses 2018: $907,804Net Income 2018: -$327,2272018Revenue 2019: $471,694Expenses 2019: $661,696Net Income 2019: -$190,0022019Revenue 2020: $315,952Expenses 2020: $229,002Net Income 2020: $86,9502020Revenue 2021: $741,380Expenses 2021: $191,687Net Income 2021: $549,6932021Revenue 2022: $334,625Expenses 2022: $55,421Net Income 2022: $279,2042022Revenue 2023: $499,424Expenses 2023: $342,895Net Income 2023: $156,5292023Revenue 2024: $893,311Expenses 2024: $538,157Net Income 2024: $355,1542024

Highlighted filing

2019

Revenue$471,694
Expenses$661,696
Net Income-$190,002
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY BESSEBoard Member-$0--
CAIN BESSEBoard Member-$0--
RAYMOND DELMONTBoard Member-$0--
DAN LAMARCHEOfficer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUP STATE FAIR AUTHORITYBLDG IMPROVEMENTS-ESCANABA, MI, US$650,000
Paid GrantTREES FOR TOMORROWOPERATIONS-EAGLE RIVER, WI, US$1,500
Paid GrantROTARY CLUB OF ESCANABASUPPORT-ESCANABA, MI, US$350
Paid GrantBAY COLLEGE FOUNDATIONSCHOLARSHIP SUPPORT-ESCANABA, MI, US$200
Filing and Contact Details

Filer

Filer Name
John & Melissa Besse Foundation
EIN
20-3497950
Phone
9064283113
Address
8 WATERFORD AVENUE, GLADSTONE, MI 49837

Signing Officer

Name
Gregory Besse
Title
Board Member
Phone
9067862249
Signed
2020-07-06

Preparer

Firm
Anderson Tackman & Company Plc
Address
901 LUDINGTON STREET, ESCANABA, MI 49829
Preparer
Kristine P Berhow CPA
Phone
9067863111
Raw XML Appendix349 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GREGORY BESSE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 352
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GLADSTONE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049837
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09064283113
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0JOHN-MELISSA-BESSEFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUESTS MUST BE SUBMITTED IN WRITING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GREGORY BESSE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09064283113
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 352
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GLADSTONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd049837
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LIMITED TO THE GEOGRAPHIC AREA OF THE UPPER PENINSULA OF MICHIGAN AND THE STATE OF WISCONSIN.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1BLDG IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TREES FOR TOMORROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UP STATE FAIR AUTHORITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BAY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ROTARY CLUB OF ESCANABA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0519 SHERIDAN STREET EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12501 14TH AVENUE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22001 N LINCOLN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3E4655 STATE HWY M35
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EAGLE RIVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ESCANABA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ESCANABA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ESCANABA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054521
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149837
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249829
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349829
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0652050
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0408879
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0408879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0470428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01322326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0773399
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01539
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01539
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02810552
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0244399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0470428
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01322326
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0773399
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0653278
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0244399
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02812091
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02567692
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RECONCILING ITEMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEBSITE HOSTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0480
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt128
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01132906
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN FMV OF INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05612
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSOCIATED BANK FEES - 1099
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ASSOCIATED BANK FEES - OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05612
TaxesSchedule/TaxesDetail/Amt02356
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/Amt2450
TaxesSchedule/TaxesDetail/CategoryTxt0JONES STMNT FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE OF MICHIGAN
TaxesSchedule/TaxesDetail/CategoryTxt2ASSOCIATED STMNT FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt020
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02356
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1450
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY BESSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum09067862249
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN & MELISSA BESSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0203497950
ReturnHeader/Filer/PhoneNum09064283113
ReturnHeader/Filer/USAddress/AddressLine1Txt08 WATERFORD AVENUE
ReturnHeader/Filer/USAddress/CityNm0GLADSTONE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049837
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E22436A0888606238CEC99B75D6B266495C27A60
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId068B189722294EFF5593DEF4DEA8380E779478F8F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.213.20.146
ReturnHeader/FilingSecurityInformation/IPDt02020-07-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:25:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381977929
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON TACKMAN & COMPANY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 LUDINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCANABA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049829
ReturnHeader/PreparerPersonGrp/PhoneNum09067863111
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINE P BERHOW CPA
ReturnHeader/ReturnTs02020-07-08T12:25:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$0.89$0.54$0.36
2023Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.50$0.34$0.16
2022Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$0.33$0.06$0.28
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.74$0.19$0.55
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.32$0.23$0.09
2019Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.47$0.66$0.19
2018Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.58$0.91$0.33
2017Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.46$0.31$0.16
2016Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.25$1.77$1.52
2015Detailed filing. Detailed filing data is available for this year.$9.78$0.00$9.78$0.38$1.31$0.93
2014Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.60$0.55$0.04
2013Summary only. Only limited summary data is available for this year.$10.7$0.00$9.60$2.97$6.62
2012Summary only. Only limited summary data is available for this year.$4.03$0.00$0.46$0.19$0.26
2011Summary only. Only limited summary data is available for this year.$3.77$0.00$1.42$0.21$1.21